Advisory Services: A Differentiator in an Evolving Profession

Tax technology can help you offer high-value services to your clients

The rise of DIY tax software is fueling the commoditization of tax preparation and placing pressure on firms to differentiate.

At the same time, client demands and expectations are evolving, and the regulatory and legislative landscape continues to grow increasingly complex, thanks in part to the Tax Cuts and Jobs Act.

It’s a perfect storm that is bringing about significant changes and challenges for the profession. It’s also presenting a wealth of opportunities for those accounting professionals who leverage innovative technology and resources and set their sights on offering higher-margin, high-value advisory services that extend beyond compliance.

This white paper will explore how the shift in strategy better positions firms as a trusted advisor and increases satisfaction for both practitioners and their clients.